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Left Brain Thinking highlights the securities analysis of Left Brain Investment Research and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm’s search for profitable investment opportunities.
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0:00 Intro 0:49 Market Recap 1:59 Topic 1: 2nd Quarter Earnings Review 8:36 Topic 2: Is This a Market in Transition? With 2nd quarter earnings moving toward a close, we are taking inventory of trends developing in the overall markets. Where information technology and communications services were the sectors dominating in the first half of 2024, we …
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0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since…
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0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the …
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0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss…
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0:06 Is Real Estate Really "Passive"? 2:20 What About Vacancy? 3:39 More Hidden Costs 5:53 Four Passive Investment Alternatives to Real Estate Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understanding…
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0:00 Intro 2:24 What Are Your Goals? 5:10 Hidden Costs of Rental Ownership 6:55 Pros of Real Estate Investing 8:00 Cons of Real Estate Investing Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors. Most important when answering this question is really understandi…
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0:00 Intro 1:34 Market Recap 2:56 Topic 1: Earnings Review -- Things Have Been Changing 6:22 Topic 2: Practical Ways to Respond to the Market Correction We are smack dab in the middle of the earnings season. Results so far have been mixed and we've seen a few extreme negative reactions. What has us somewhat concerned is the state of the consumer. H…
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0:00 Intro 1:15 Market Recap 3:01 Topic 1: Earnings Season -- The Antidote for the Macro Malaise? 8:52 Topic 2: A Tax-Efficient Income Strategy It's been some time since we've heard any substantial news about companies and their microeconomics. That's about to change, as we move into earnings season. Markets have struggled over the past few weeks, …
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0:00 Intro 2:19 Market Recap 4:25 Topic 1: Winners and Losers in 2024 8:31 Topic 2: Previewing the Rest of 2024 The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double digits. In this week's Jarvis…
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0:00 Intro 2:18 Market Recap 4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth Engine 7:19 Topic 2: Ways to Take Advantage of the Bull Market Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving hug…
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0:00 Intro 2:19 Market Recap 3:43 Topic 1: Giving the Bull Market Some Context 9:50 Topic 2: Action Steps for Investors in Early 2024 We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of the bull market thus far. At…
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0:00 Intro 2:16 Market Recap 5:00 Personal Finance Corner: IRAs and Roth Conversions 6:16 Topic 1: NASDAQ 1990s -- A History Lesson 11:18 Topic 2: Earnings Season -- Trends Are Emerging Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market! In this week's Jarvis® Update, CEO Noland …
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The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you can make with your retirement ac…
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0:00 Intro 2:20 Market Recap 4:39 Topic 1: Putting the Macro Behind Us (For Good) 7:59 Topic 2: What Makes Us Optimistic for 2024 The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal Reserve Chairman Jerome Powell…
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Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally". In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress take a look back on the last…
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0:00 Intro 0:56 Who Needs an Estate Plan? 1:35 Mistake #1: Not Defining Your Goals 4:23 Mistake #2: Not Getting Beneficiaries Right 5:42 "Five by Five" Power in a Trust 8:11 Mistake #3: Not Considering Your Liabilities 9:57 Mistake #4: Not Updating Your Estate Plan 11:01 Mistake #5 : Going it Along (and Procrastinating!) When you ultimately pass aw…
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0:00 Intro 2:19 Market Recap 5:03 Topic 1: How to Respond to Global Crises 8:45 Topic 2: Earnings Season is Finally Here! 15:05 Bonus Topic: End of Year Tax Management We continue to experience jittery markets in the month of October, with two major stories continuing to dominate the headlines -- rising interest rates and the raging conflict in Isr…
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September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green s…
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This week our CEO Noland Langford sat down with an old friend of the show, Chuck Jaffe, for a good old-fashioned stock talk. Noland starts out the show giving a review of 2023 year-to-date, noting the top-heavy nature of the market over the past 9 months. He mentions that he is looking for opportunities in small and mid-cap stocks, both of which ha…
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This week we switch gears from our usual market recap videos to bring you the latest in our Fundamentals of Investing series, discussing a topic that is relevant to literally all families -- Life Insurance. Most of us know Life Insurance is an essential building block of a comprehensive financial plan, but there are so many options and potential pi…
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The first few weeks of August have been fairly dismal across markets. But we saw some quite impressive earnings reports out of a few AI-related names this week in Nvidia (NVDA), Splunk (SPLK), and Snowflake (SNOW). This got us to thinking we should share part of the discipline of long-term investing with our followers. Just because stock prices are…
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Markets were positively buoyant in the first 7 months of the year, with the S&P 500 gaining roughly 17% on the way to August 1. But in the last couple weeks we have seen a slight correction across the market. With that in mind, along with the inflation data, as well as the rising interest rate environment, we are starting to hear concerns from inve…
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Tax day was just 3 months ago, but we think now is the time to start thinking about how to be tax-efficient for next year! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our three favorite tax strategies for investors, along with a fourth bonus strategy that is one of Noland's favorites! Before we ge…
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We've been as out front as anyone stating our view that we are in the early days of a bull market. This week we cover one of the biggest turnaround sectors of 2023 -- travel. Whether it be airlines, cruise lines, hotels, or anything tangentially related to travel, it seems to be working. Strength in a consumer sector like travel has us asking: "Wha…
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It's certainly been a tough road the last 18 months, but finally we see the clouds beginning to part in markets. We have seen great strength in the growth areas of the market, sure, but things are beginning to widen out and we are ready to make that the call that we are finally back into bull market territory! In this week's Jarvis® Update, CEO Nol…
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Boy, are we glad to put the debt ceiling fiasco behind us! Markets have started to gain steam, both from the resolution of the debt ceiling, but even more because of the continued emergence of AI as an investment theme. In this week's Jarvis® Update, we cover the new market dynamic we seem to be seeing, especially in the world's largest growth stoc…
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Markets are starting to heat up as earnings season slowly winds down. In this week's Jarvis® Update, we answer the question that is on many investors' minds as things start to firm up in the financial markets: Is it time to shift from defense to offense? CEO Noland Langford and Director of Research, Brian Dress, answer that question in the affirmat…
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An awful lot happened over the past week in the markets. The week started with another banking wind down in First Republic Bank. But by the end of the week, markets showed excellent resilience, especially after a very strong Friday. In this week's Jarvis® Update, we briefly cover the macroeconomic events of the banking crisis and this week's Federa…
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This week's market action was pretty boring. But after a volatile first three months of the year, we are actually happy to see calmer waters in the stock market seas! All the major indexes were up at least a fraction of a percent this week, with the small cap Russell 2000 index showing outperformance and gaining more than 2% in value over the last …
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The first quarter in the markets has been anything but dull. We've seen volatility in interest rates, Federal Reserve rate hikes, and a mini-banking crisis, but we've still weathered the storm. We are as optimistic as ever, but also with the understanding the prices may not move up in a straight line from here. The opportunities both in growth stoc…
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It's March Madness, but with this week's news, it's hard to tell if we are talking basketball or the banking industry! On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the failures of Silicon Valley Bank and Signature Bank, along with the troubles at First Republic (FRC). We first give our thoughts o…
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Earnings season is so crucially important to investors that adhere to a philosophy of investing in the best businesses. Sometimes earnings reports come out and disappoint the market, causing a stock to fall 10, 20, 30% or more immediately. When a stock you own does this, it can be such a crushing and demoralizing blow. The question then becomes: Wh…
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Are you one of the lucky ones that have had cash building up in your checking or savings accounts over the past few years? With interest rates on the rise, there are plenty of ways to take advantage to outpace the rate of interest that your bank is paying you in those accounts. Our CEO Noland Langford and Director of Research, Brian Dress, sat down…
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Those of you who have followed us for some time know that we are strict adherents to fundamental analysis. And the most important time for fundamental analysts is earnings season. We stand smack in the middle of earnings, moving toward the end, and we have some interesting conclusions. In 2022, we saw negative stock price reactions to earnings almo…
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With the important February Federal Reserve meeting now behind us, it certainly feels like the mood of investors has changed dramatically. As investors begin coming to the understanding that inflation appears to be in check, there has been a pronounced rotation from the value stocks that dominated 2022 into the types of growth stocks that have stru…
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There is plenty of market uncertainty remaining in the air, as we move into 2023 and turn the page on a putrid 2023. There are a number of big questions left unanswered with respect to the direction of markets (stocks, bonds, and otherwise). On this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, ask and answer the…
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The momentum the markets had built in recent weeks was derailed over the past few days, as fears again began to creep in ahead of next week's Federal Reserve meeting. Despite the negative price action we saw over the past five days of trading, we remain bullish for investors' prospects into 2023. CEO Noland Langford and Director of Research, Brian …
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Investors have been keying on inflation all year to determine the direction of markets. Finally this week we got some good news on that front, as the 7.7% print on the Consumer Price Index (CPI) came in below expectations. We saw one of the strongest market days in recent memory on Thursday after the report, with the NASDAQ gaining more than 7% in …
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Things in the markets are finally starting to look up! We've cut a pessimistic figure over the last few months, and with good reason, but there seem to be signs that it could be time to become positive on investing again. This week CEO Noland Langford and Director of Research, Brian Dress, cover many of the major earnings reports of the week, inclu…
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Markets have floundered for most of 2022, but this week we moved again back to our favorite time of the year -- Earnings Season for the just-ended 3rd quarter. What we have heard more than anything from investors over the past few months is the question: "are we close to the bottom in markets?" Our honest answer to that question continues to be "no…
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With inflation running consistently above 8%, cash sitting in our bank accounts is losing purchasing power quickly! At the same time, both stocks and bonds have fallen throughout 2022. The flipside of downside in markets is opportunity. The opportunities we are seeing are coming mostly in the fixed income markets and in individual bonds, where we a…
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If we like energy and bonds, why not energy bonds? We love the synergy between two of our favorite segments of the investment markets today, as we see opportunities to lock in passive income streams in the fixed income markets as interest rates continue to rise. In the last couple weeks, we have seen impressive outperformance out of the energy mark…
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When is the right time to sell? This is a question we address in this week's Jarvis® Update, one that has been on the mind of many investors as markets continue to struggle. This week CEO Noland Langford and Director of Research, Brian Dress, cover the fact that macroeconomic conditions like interest rates and inflation, along with the Federal Rese…
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Federal Reserve rate hikes and rising interest rates are taking their toll on financial assets of all types. We are always looking for the segments of the market that are performing in a difficult market environment. This week CEO Noland Langford and Director of Research, Brian Dress, discuss the impact the Fed is having on all investment asset cla…
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Stock market volatility is taking an emotional toll on investors. Interest rates continue to rise, which continues to drive bond prices lower. This is creating opportunity for investors that are looking for fixed income investments in the bond market. This week CEO Noland Langford and Director of Research, Brian Dress, discuss what investors need t…
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Higher interest rates and volatility are now a fact of life for investors. At Left Brain, we're always looking for ways to take advantage of opportunities created by dislocation in markets. This week CEO Noland Langford and Director of Research, Brian Dress, discuss what stocks are actually working in this difficult environment and in our 2nd topic…
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It's been a challenging couple weeks in the market, to say the least. CEO Noland Langford,MBA,CFP® and Director of Research, Brian Dress, are back this week to help you make sense of the market weakness, both across stocks and bonds. The Federal Reserve seems determined to talk this market down and we've seen interest rates rising rapidly, as a res…
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I don't know about you all, but it seems like things are starting to feel different in the markets. We've gotten through most of earnings season and corporate profits are looking strong despite inflation. This week marked the 4th straight week of broad-base market gains. This week we received even more good news, as month over month inflation came …
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It does certainly that the sun is peeking out from the clouds in the markets. We've always said a great indicator of changing market sentiment is a positive reaction to bad or neutral news. This week we had the Federal Reserve raising rates (bad news) and a set of earnings reports that were mixed (neutral). Through it all, we saw investors expressi…
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As investors, we are all trying to make sense of the current market landscape and position for the eventual recovery. This week on the Left Brain Thinking podcast, we are joined by Andrew Horowitz, a Registered Investment Advisor and pioneer in the podcasting space. In our time together, we discussed why we don't do our own haircuts and the concept…
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